Foundation Wealth Planners
About
Planning for aged care can be a stressful time. But early planning and good advice can help minimise the stress for you and your family.
You will face many personal and financial decisions as you make plans for you or your loved ones future. We can help you understand care options available to you, the costs associated with these options and best way to structure your finances to pay for the right level of care for you.
The Value in seeking advice from a Aged Care Accredited Adviser
We help you create a clear plan for aged care that is easy to understand.
We provide Family Discussions to minimise disputes
We evaluate the options and strategies for funding your accommodation payments
Help identify what’s important to achieve your goals and preferences
Review your financial situation and help evaluate what you can afford
Develop strategies to optimise your financial position, provide potential to maximise your Age Pension and minimise your Aged Care fees
Review your estate plan to avoid unintended consequences
We will explain all the types of fees associated with aged care on entry, ongoing and exit.
We discuss the financial implications of keeping or selling the home.
We can assist with the Centrelink forms to not only save you time but provide peace of mind.
Getting the right information and advice can help you make the best choices for your future care, security and happiness.
Contact Belinda Tink now for specialist advice tailored to your situation.
CFP®. MFinPlan. Adv. Dip.FS (FP). JP
SMSF Specialist Advisor™
FPA Aged Care Specialist
Appointed Representative No. 419448 and Credit Representative No. 419720 of Foundation Wealth Planners Pty Ltd. Foundation Wealth Planners Pty Ltd is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd AFSL/ACL No. 224543. ABN 55 094 972 540
Advisors & Professional Services
- Available in NSW
- Financial advisors
- Financial services
- Aged care consulting
- Aged care costs & fees
- Centrelink / DVA forms
- Financial planning
- Retirement planning
- Understanding pensions
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